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As individual performers, these people can be very good at what they do. They may have great technical or sales skills but they can sap the spirit and energy out of your firm.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

In volatile markets, client education and constant communication are ke

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Early and consistent saving may not be enough to safely leave the labor force for good.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

The Kansas City Royals unveiled an investor group that includes the Creative Planning president and other prominent hometown fans.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.

Judge temporarily barred the advisor from soliciting former clients ahead of a FINRA arbitration hearing.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

The new hires come from rivals Merrill Lynch, Wells Fargo and RBC.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.